Who owns BRIF?
FIS Bright Portfolios Focused Equity ETF · FIS
11 institutions reported holding BRIF, worth $112.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BRIF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $98.9M | 2,663,455 | New position |
| Creative Financial Designs Inc. | Kokomo, IN | $4.5M | 121,577 | +7,009 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $4.0M | 107,144 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.0M | 53,704 | New position |
| BAM Wealth Management, LLC | Lakewood, CO | $839K | 22,563 | −101 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $470K | 12,628 | New position |
| TrustWell Financial Advisors, LLC | Jacksonville, FL | $455K | 12,232 | New position |
| Jones Financial Companies LLLP | Des Peres, MO | $403K | 11,145 | +3,717 shares |
| Creative Planning | Overland Park, KS | $338K | 9,086 | New position |
| HRT Financial LP | New York, NY | $290K | 7,811 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BRIF?
11 institutional managers reported holding BRIF in Form 13F filings for June 30, 2026, worth $112.2M in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $98.9M.
Did institutions buy or sell BRIF last quarter?
Reported 13F value rose 2489.2% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BRIF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.